Worksheet 10: Create a Minimalist Workflow

Designing a Clear, Simple Way to Deliver Your Offer Smoothly

Purpose of This Worksheet:
A workflow is like the internal plumbing of your tree — helping rain (money, energy, trust) move efficiently from roots to leaves. This worksheet helps you map out the essential steps to deliver your offer with consistency, care, and as little overwhelm as possible.

Use this when:

  • You’re about to launch a new offer

  • You’re feeling scattered or unsure what happens “next” after a client joins

  • You want to simplify your systems without sacrificing client experience

Instructions (Step-by-Step):

Step 1: Name the Offer You’re Focusing On
🟩 Prompt:
Which offer are you building a workflow for?
✎ Write your answer here:
[Blank space]

Step 2: Outline the Key Phases
Break your delivery process into 3–5 logical stages.

🟩 Common Phases Might Include:

  1. Intake & onboarding

  2. First session / module

  3. Midpoint check-in

  4. Completion / final delivery

  5. Offboarding & follow-up

✎ List your phases here:
[Blank space]

Step 3: Add Actions Under Each Phase
For each phase, write the 2–4 main things that need to happen. Focus on essentials only.

🟩 Example (Intake & Onboarding):

  • Send welcome email

  • Share calendar link

  • Send prep materials or questionnaire

  • Add to CRM or folder

✎ Write yours here:
[Segmented space per phase]

Step 4: Assign Responsibility
🟩 Prompt:
Who does each task — you, a team member, an automation, or a tool?

✎ Mark each task with:

  • (M) Me

  • (A) Automation

  • (T) Tool (e.g. Moxie, Google Drive)

  • (S) Support person

[Space to annotate tasks above]

Step 5: Identify Gaps or Fragility
🟩 Prompt:
Where are things currently messy, slow, or dropped?
Where could you reduce steps or combine actions?

✎ Write your thoughts here:
[Blank space]

Optional Diagram: Visual Workflow Map
🟩 Create a flowchart or step-by-step visual of your process.
Use arrows, icons, or colours — keep it light!

[Space for sketch or upload instruction]

Reflection & Action Prompt:

  • What step could you streamline this week?

  • Where could a checklist or automation save you time?

✎ Write your action plan:
[Blank space]